Discipline Wealth Solutions, LLC
CIK
2010507
City
GREENVILLE
State / Country
SC
Top Portfolio Positions
70 positions ·
$62,344,209 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
28,475 | $7,226,670 | 11.59% | |
| IAU |
Ishares Gold Trust
|
77,256 | $6,810,888 | 10.92% | |
| GLD |
Spdr Gold Trust
|
9,404 | $4,046,447 | 6.49% | |
| NVDA |
Nvidia Corp
Technology
|
20,908 | $3,646,355 | 5.85% | |
| GLTR |
abrdn Precious Metals Basket ETF Trust
|
14,082 | $3,080,015 | 4.94% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
14,672 | $3,055,737 | 4.90% | |
| SLV |
iShares Silver Trust
|
34,978 | $2,383,400 | 3.82% | |
| MSFT |
Microsoft Corp
Technology
|
5,802 | $2,147,726 | 3.44% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
2,730 | $1,575,701 | 2.53% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
5,098 | $1,499,627 | 2.41% |
Portfolio Trend
8 quarters · across all stocks
Holdings in EOS
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $313,483 | 13,391 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $260,406 | 10,882 | Shares | Sole | 2025-10-21 | |
| No 13F history on record for this holder in this stock. | ||||||